Overview
- US suppliers provided an estimated 57% of EU LNG in 2025 and, under current deals, could supply roughly 75–80% by 2030, IEEFA reports, after the bloc cut Russian gas imports by about 75% since 2021.
- Germany relied on the United States for 96% of its LNG last year, while Norway remained Europe’s largest overall gas supplier at 89 bcm, ahead of the US at 81 bcm and Russia at 37 bcm.
- EU leaders reportedly pledged to buy up to $750 billion of fossil energy from the US through 2028 in a trade context, though the package lacks a clear majority in the European Parliament.
- New multi-year corporate deals are entrenching flows, including RWE’s 20-year contract with Glenfarne and earlier agreements with Sempra’s Port Arthur project, plus Uniper contracts linked to Louisiana LNG.
- Reuters reported a joint US–Qatar letter threatening LNG supply stoppages during EU supply-chain law talks, underscoring the leverage concerns cited by IEEFA and other experts.